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REPORT INPUT:

see screenshot for report input selections, which control report output

 

PRODUCT DESCRIPTION:

The Daylite database is queried for all Opportunities whose state is Open, whose Forecasted date is in the date range of the months entered at run time. Resulting Opportunities are grouped by the Forecasted month, then by user.

 

USER'S IMAGE, on last page user totals:

  • if User's Person record has a custom image, it will be displayed. if a circular image is placed into the User's Person record in Daylite, then a circular image will be shown. if a square image is placed into the User's Person record in Daylite, then a square image will be shown. if the User's Person record has no image, their first initial and last initial will be shown.
  • 💡TIP: creating a circular image is easy! 🎬 watch our video on how to easily create a circular image and insert it into Daylite

 

MORE INFO ON THIS REPORT:

  • the Daylite report engine tries to keep data together when possible, the report engine will insert page and line breaks as it sees fit; the only manual page break we've inserted is the one prior to the last page [User summary]
  • the Daylite report engine stops at 100 pages so if you have a lot of data you may need to limit your date range at run time and/or uncheck various report elements at run time and/or select a single User from the pulldown at run time, in order to limit the amount of data
  • output is PDF only
  • not for resale: buyer may only install their purchased Product on their own computer and on computers within their own company
  • not for resale: report is sold exclusively by Blue Rock. buyer is prohibited from reselling any Product or posting any Product for public use or distribution to other individuals and companies
  • payment is through PayPal; please click the add to cart button to add this report to your order
  • completing the purchase indicates agreement with terms of purchase and delivery

Open Opportunities: grouped by month and user - DL424

SKU: REPORTOPP-424
$29.00Price
  • PRODUCT DELIVERY:

    Upon receipt of funds, a link to download the Product will be emailed to the email address you provided at the PayPal site.

    Please make sure that you provide an accurate, working email address when you complete your purchase. Please check both your Inbox and your Junk box.

     

    TERMS OF PURCHASE:

    Completing a purchase indicates agreement with the Blue Rock's terms:

    https://www.daylitehelp.com/reportterms

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Blue Rock     |     Portland Oregon USA    |     helpdesk@daylitehelp.com    |     503-208-6239

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